Quotes - Reporting with quoted hours by staff member per task
Report for quotes not yet accepted, which will show each staff members estimated/quoted hours per task.
Darren Berley
shared this idea
Hi Darren, thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community and monitor this space for traction. However, could you please provide some more clarity on what you mean by quoted hours by staff per task? Is this for a specific area like payroll or projects in Xero? Cheers
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Darren Berley
commented
In Xero Practice Manager, Report Designer: We want to report on quotes at a detailed level to know, for each task, the budgeted (quoted) hours for each staff member on that task. At the moment, the only way to know this is for the quote to be accepted and then this data flows to the job, but if a quote is not yet accepted, there is no way to report on this, only quote totals. We are wanting a report that shows this but more specifically, if you can update the API to make this data available for us to report in our own systems, this would be even more helpful to us.